+499.6%
SMTC vs HRB
+207.5%
+292.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.8% |
| 7D | +17.5% | -12.2% | +29.7% | +20.3% |
| 30D | +21.3% | -3.0% | +24.3% | +21.0% |
| 3M | +3.1% | +21.7% | -18.6% | -3.5% |
| 6M | +81.7% | +52.3% | +29.4% | +57.8% |
| YTD | +115.9% | +6.5% | +109.5% | +105.8% |
| 1Y | +157.8% | -6.7% | +164.5% | +153.7% |
| 3Y | +557.3% | +25.1% | +532.2% | +475.1% |
| 5Y | +114.7% | +113.8% | +0.9% | +55.4% |
| All | +499.6% | +207.5% | +292.1% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling